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Craig James Weisenberger

Wells Fargo Investment Institute, Inc.

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About Craig James Weisenberger

Craig James Weisenberger is an investment advisor representative at Wells Fargo Investment Institute, Inc. Craig has been in the financial services industry since 1994. Craig is registered with the state of Colorado and holds the Series 7 and Series 63 licenses. Craig is also a Chartered Financial Analyst. Wells Fargo Investment Institute, Inc. provides portfolio management for individuals, businesses and investment companies. The firm also publishes periodicals and selects other advisers.

Firm Information

Craig Weisenberger is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Craig Weisenberger’s Registration & Firm History

CO

12/16/2021 - Present

Wells Fargo Investment Institute, Inc. (Denver CO)

RI

05/22/1996 - 11/24/1999

FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)

RI

02/23/1995 - 05/22/1996

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)

TX

04/14/1994 - 10/13/1994

CULLUM & SANDOW SECURITIES, INC. (DALLAS TX)

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Licenses & Designations

BC

Issued 03/03/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/13/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Craig James Weisenberger.
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